Quartr MCP Server

Access financial data, company profiles, earnings events, and documents through the Model Context Protocol.

Getting started#

Connect to the Quartr MCP server from any MCP-compatible client. A Quartr Pro subscription is required. Student plans are not eligible.

The MCP server is for individual subscribers doing their own research workflows. If you are building a product or integration on top of Quartr data, use the Quartr Public API instead — it is designed for teams and programmatic access.

Anthropic Marketplace#

Search for Quartr in the Anthropic Marketplace to install the integration directly.

ChatGPT App Store#

Search for Quartr in the ChatGPT App Store to install the integration directly.

Claude Desktop#

Add the following to your Claude Desktop configuration:

{
  "mcpServers": {
    "quartr": {
      "type": "streamable-http",
      "url": "https://mcp.quartr.com/mcp"
    }
  }
}

Claude Code#

Run the following command to add the Quartr MCP server:

claude mcp add --transport http quartr https://mcp.quartr.com/mcp --scope user

Codex#

Run the following command to add the Quartr MCP server:

codex mcp add --transport http quartr https://mcp.quartr.com/mcp

On first connection, you will be redirected to sign in with your Quartr account and authorize access.

Other MCP clients#

Any MCP client that supports the Streamable HTTP transport can connect using:

https://mcp.quartr.com/mcp

Configure this URL as an HTTP MCP server in your client of choice. OAuth authentication is handled automatically on first connection.

Available tools#

User#

get_current_user

Get the signed-in user's profile and subscription. Available regardless of subscription status.

Companies#

search_companies

Search for companies by name, ticker symbol, CIQ ID, FIGI, or ISIN

get_company

Get a company's full profile including ticker, GICS, market cap, and status

list_companies

List companies filtered by GICS sector, country, status, or market cap size. Paginated (default 20 per page, max 100).

list_related_companies

Find peers and competitors for a given company

Events & Documents#

list_events

List events (earnings calls, investor days) for a company or watchlist. Supports an expand parameter to trim nested fields and reduce response size.

get_event

Retrieve detailed information about a specific event

list_event_types

List all event types with hierarchical classification

list_documents

List documents (transcripts, reports, filings) for a company

read_document

Read the full text content of a slide deck or report page by page, with startPage/maxPages paging for long documents

read_transcript

Read a transcript for an event — picks the best available variant (in-house, raw, or live) and supports Q&A-only filtering

search_documents

Full-text search across transcripts, slides, and reports with highlighted snippets

Conferences#

list_conferences

List investor and industry conferences with optional date, organizer, and title filters

get_conference

Get a conference and its events, each with company, date, and a one-line summary

Financials & Summaries#

get_financials

Retrieve financial statements — income statement, balance sheet, and cash flow

get_document_summary

Get an AI-generated summary for a specific document

get_event_summary

Get an AI-generated summary for a specific event

Watchlists#

list_watchlists

List the user's watchlists

get_watchlist

Get a watchlist with its companies

create_watchlist

Create a new watchlist

rename_watchlist

Rename an existing watchlist

delete_watchlist

Delete a watchlist

add_to_watchlist

Add companies to a watchlist

remove_from_watchlist

Remove companies from a watchlist

Keywords#

list_keywords

List the user's keyword alerts

create_keyword

Create a keyword alert for transcript and document monitoring

update_keyword

Update an existing keyword alert

delete_keyword

Delete a keyword alert

Folders#

list_folders

List the user's saved content folders

create_folder

Create a new folder for saving content

rename_folder

Rename a folder

delete_folder

Delete a folder

Workspaces#

list_workspaces

List the user's workspaces

read_workspace

Read a workspace's content as markdown

write_workspace

Append or replace a workspace's body (live edit)

create_workspace

Create a new workspace

delete_workspace

Delete a workspace

tag_company_to_workspace

Tag a company to a workspace

untag_company_from_workspace

Remove a company from a workspace

list_search_filters

List saved search filters

create_search_filter

Create a saved filter with GICS, country, event type, and market cap criteria

delete_search_filter

Delete a saved search filter

list_gics

List GICS industry classifications (4-level hierarchy)

Authentication#

The server uses OAuth 2.0 with PKCE. On first connection, your MCP client will:

Register as an OAuth client (dynamic client registration)
Redirect you to authorize via your Quartr account
Receive tokens scoped to mcp:tools

Tokens are automatically refreshed. All requests require a valid Bearer token.

Rate limits#

Requests are rate-limited per user. Limits vary by tool (20–100 requests per minute). In addition, total usage is limited to 100 requests per minute, 2,250 per hour, and 8,500 per day. If you exceed a limit, you will receive a 429 response with a Retry-After header.

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